CWA Asset Management Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

CWA Asset Management Group’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54M	Sell	21,313 -1,631	-7%	-$186K	0.08%	241
2026 Q1	$2.25M	Sell	22,944 -1,767	-7%	-$184K	0.08%	241
2025 Q4	$2.64M	Sell	24,711 -728	-3%	-$77.2K	0.1%	191
2025 Q3	$2.66M	Sell	25,439 -3,561	-12%	-$355K	0.1%	185
2025 Q2	$2.76M	Sell	29,000 -162	-0.6%	-$13.9K	0.12%	167
2025 Q1	$2.34M	Buy	29,162 +19,629	+206%	+$1.71M	0.11%	168
2024 Q4	$838K	Buy	9,533 +331	+4%	+$28.6K	0.04%	290
2024 Q3	$763K	Buy	+9,202	New	+$736K	0.04%	291
2024 Q1	$653K	Buy	8,933 +14	+0.2%	+$974	0.04%	282
2023 Q4	$580K	Hold	8,919	–	–	0.04%	234
2023 Q3	$529K	Hold	8,919	–	–	0.04%	213
2023 Q2	$544K	Hold	8,919	–	–	0.04%	205
2023 Q1	$494K	Sell	8,919 -485	-5%	-$25.7K	0.04%	204
2022 Q4	$477K	Sell	9,404 -557	-6%	-$29K	0.04%	201
2022 Q3	$499K	Buy	9,961 +159	+2%	+$8.95K	0.05%	172
2022 Q2	$512K	Sell	9,802 -1,393	-12%	-$79.9K	0.05%	174
2022 Q1	$741K	Buy	11,195 +1,045	+10%	+$68K	0.06%	150
2021 Q4	$736K	Buy	10,150 +346	+4%	+$24.2K	0.05%	153
2021 Q3	$628K	Buy	9,804 +20	+0.2%	+$1.32K	0.05%	160
2021 Q2	$619K	Buy	9,784 +865	+10%	+$51.9K	0.05%	165
2021 Q1	$503K	Buy	8,919 +3,846	+76%	+$215K	0.05%	168
2020 Q4	$280K	Hold	5,073	–	–	0.03%	213
2020 Q3	$254K	Buy	+5,073	New	+$249K	0.03%	190

Other funds holding SPYG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CWA Asset Management Group's SPYG Position: Q2 2026 in Review

CWA Asset Management Group reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 7.1% in Q2 2026, selling an estimated $186K and leaving 21,313 shares worth $2.54M. The position accounts for 0.08% of the portfolio, ranked #241.

CWA Asset Management Group first reported a position in SPYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.76M in Q2 2025. 729 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

CWA Asset Management Group held 21,313 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.54M as of Q2 2026.
CWA Asset Management Group sold 1,631 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $186K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.08% of CWA Asset Management Group's portfolio in Q2 2026, its #241 holding.
CWA Asset Management Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2020 and has held it in 23 quarters since.
CWA Asset Management Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.76M in Q2 2025.
729 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.